Number of Shares
41,241.00
Current Holdings Value*
$3.09 Mil
% of Portfolio
1.09%
Total Estimate Gain
$79,826.20
% of Total Estimate Gain
0.62%

Investment Planning Advisors, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-06-30, Investment Planning Advisors, Inc. held 41,241.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $3.09 Mil. This investment constitutes 1.09% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.03% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 1 purchases of SPTM, at an average price of $70.70, for a total of 182,597.00 shares. In addition, there have been 2 sales at an average price of $69.48 for 141,356.00 shares. Based on historical transaction data and SPTM's current price of $76.82, Investment Planning Advisors, Inc.'s estimated gain on his SPTM holdings is $79,826.20, reflecting a 0.62% gain to date.

Investment Planning Advisors, Inc. SPTM ($76.82) Holding Chart

Investment Planning Advisors, Inc. SPTM ($76.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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